JPMorgan American Investment Trust (JAM) — Strategic Asset Allocation Index
JPMorgan American Investment Trust (JAM) has a Strategic Asset Allocation Index of 105.5% as of June 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.96 Billion) total GBX1.96 Billion, measured against net assets of GBX1.86 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JAM net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan American Investment Trust Strategic Asset Allocation Index (2014–2024)
This chart shows how JPMorgan American Investment Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the index stands at 105.5%, representing strategic assets of GBX1.96 Billion against net assets of GBX1.86 Billion GBX. For live market cap and overall valuation, see JAM stock market capitalisation.
Annual Strategic Asset Allocation Index for JPMorgan American Investment Trust (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan American Investment Trust from 2014 to 2024, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See JAM net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 104.0% | GBX2.07 Billion | GBX- | GBX2.07 Billion | GBX1.99 Billion | ▲ +1.2 pp |
| 2023 | 102.8% | GBX1.61 Billion | GBX- | GBX1.61 Billion | GBX1.56 Billion | ▼ -3.1 pp |
| 2022 | 105.9% | GBX1.38 Billion | GBX- | GBX1.38 Billion | GBX1.30 Billion | ▲ +1.1 pp |
| 2021 | 104.9% | GBX1.57 Billion | GBX- | GBX1.57 Billion | GBX1.50 Billion | ▲ +0.2 pp |
| 2020 | 104.7% | GBX1.27 Billion | GBX- | GBX1.27 Billion | GBX1.21 Billion | ▲ +1.9 pp |
| 2019 | 102.8% | GBX1.09 Billion | GBX- | GBX1.09 Billion | GBX1.06 Billion | ▲ +3.8 pp |
| 2018 | 99.0% | GBX910.44 Million | GBX- | GBX910.44 Million | GBX919.18 Million | ▼ -10.2 pp |
| 2017 | 109.3% | GBX1.07 Billion | GBX- | GBX1.07 Billion | GBX980.43 Million | ▲ +0.8 pp |
| 2016 | 108.5% | GBX1.07 Billion | GBX- | GBX1.07 Billion | GBX985.22 Million | ▲ +0.1 pp |
| 2015 | 108.4% | GBX885.38 Million | GBX- | GBX885.38 Million | GBX816.70 Million | ▼ -1.9 pp |
| 2014 | 110.3% | GBX886.93 Million | GBX- | GBX886.93 Million | GBX804.15 Million | — |